New Edge Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
A detailed history of New Edge Wealth, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, New Edge Wealth, LLC holds 6,227 shares of DON stock, worth $325,360. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,227
Previous 6,227
-0.0%
Holding current value
$325,360
Previous $303,000
3.96%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
437Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$237 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$128 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$98 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$86.8 Million0.02% of portfolio